The Insurance ERA page allows you to see the information sent back via an Electronic Remittance Advice. This guide was created to give you have a better understanding of the ERA log and help you navigate it smoothly.

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From the navigation bar, select Insurance iQ and select Insurance ERA's

On Insurance iQ, Select the Insurance ERA's tab

On the Insurance ERA's tab you now see all ERA's that has been received

On the ERA tab you have the ability to filter by ERA Status

When the Status filter is selected you have the following option:

- All

- Open

- Worked

Next to the status filter button, you also have the Search box

On the search box you are able to search specific ERA's by:
- Client name

- Status

- Payer Name

- Payer Number

- Check Number

- Paid Date

- Received Date

In this screenshot, we searched by Payer Number 590 and all payers with number 590 appeared.

On the ERA page you have the following column:

- Client

- Status

- Payer Name

- Amount

- Check Number

- Paid Date

When the 3 dots on a ERA is selected you have the following options:

- View

- Worked

- Archived

To view details about a specific ERA just select from the list on the page to open their detail page

On the ERA Detail Page

At the top you will see the Insurance ERA ID Number

Note: This ID number is auto generated and cannot be changed

On the right, you have the ability to select the ERA Status

There are three (3) statuses in the drop down menu:

Open: The ERA is still being processed

Worked: The ERA processing has been completed

Archived: ERA has been stored or moved to an archive section for historical reference or record-keeping purposes.

When the status of the ERA is Open, the will be visible on the ERA Log

When the status of the ERA is Worked, the ERA will be grayed out on the ERA log, but you'll able to make changes and print the form at a later time

When the status of the ERA is Archived, the ERA will no longer be accessible and will be removed from the client and practice account.

NOTE: When Archive is selected for an ERA, you also get a confirmation popup warning the ERA will no longer be accessible and will be removed from the client and practice account.

On the ERA detail page, you also have the ability to Print the ERA

When the Print Form button is selected, a new tab with a pdf view will open

On the PDF view of the ERA, select the Printer Icon to print your ERA

In the first section of the ERA detail page you will see the following info:

Client Info: First and Last Name of the client

PCN: Processor Control Number provided by the payer

Insured Info: Name of the Insured party

Ins Number: Insurance Policy Number provided by the insurance company.

In the ERA Charges section, you have the following column:

Proc Code: Procedure Code

Date of service: The date the service was provided to the client

MODS: Modifiers

Units: Number of times a specific service or procedure was performed or provided to the client

Charges: Cost assigned to the service(s) provided

Adjustments (Code/Amount): Modifications made to the billed charges

Allowed: The amount that an insurance company agrees to pay for the service(s)
Paid: Amount Paid by the insurance company

When the charge is selected, you will be redirected to the line item of this charge on the Transaction Ledger

Note: Any of the ERA charges, can also be seen on the transaction ledger of the client. Click here to learn more about the transaction ledger

In the ERA Basic Info section, you will find info regarding the ERA

In the Claim Basic Info section, you will find information about the submitted claim for this ERA

In the Provider Info section, you will find your practice information added in your Practice Settings

In the Payer Info section you will find the Insurance Company information

If any adjustment codes were added, you will see them listed under the Adjustment Codes Key section